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What is UPNavigator?

UPNavigator is a comprehensive cloud-based software designed to simplify the unclaimed property compliance process by combining essential functions such as data management, eligibility assessments, due diligence notifications, and state report submissions into one intuitive platform. Regularly updated to reflect the latest state regulations and compliant across all U.S. jurisdictions, it automates the creation of NAUPA II format reports, significantly reducing the risk of incurring substantial fines and facilitating the recovery of rightful owner assets. Users benefit from real-time reporting and advanced analytics, which enable them to evaluate state due diligence and escheatment eligibility, generate and print internal evaluation documents and owner correspondence, track due diligence responses, and maintain meticulous data reconciliation for effective record-keeping. Moreover, the platform allows for customizable filters and column selections to tailor the experience to specific needs. With a proven track record of successfully filing thousands of state reports, UPNavigator stands out as a dependable and cost-effective compliance solution that equips operations teams to proactively manage regulatory deadlines. Furthermore, its extensive features not only boost operational efficiency but also allow users to dedicate their attention to strategic objectives instead of being overwhelmed by compliance challenges. This dual focus on efficiency and strategic planning positions UPNavigator as an essential tool for any organization navigating the complexities of unclaimed property compliance.

What is AUPTC?

Optimize your approach to handling unclaimed properties by employing a highly-rated software specifically developed for this task. The Abandoned & Unclaimed Property Total Compliance (AUPTC) system proficiently manages unclaimed assets while ensuring full compliance with the applicable laws in both the United States and Canada. Poor management of these assets can lead to heightened risks of costly audits for organizations. This advanced workflow solution supervises the entire process, ensuring a transparent audit trail extends from due diligence to payment and escheatment. Its system is carefully designed to adhere to state regulations, thereby guaranteeing robust compliance for unclaimed properties. Moreover, the platform includes customizable dashboards that offer valuable insights into records that need formal due diligence, checks that need to be reissued, and obligations for state reporting, making it an essential resource for businesses dealing with the intricacies of unclaimed property management. By implementing this software, organizations can effectively reduce risks, boost operational efficiency, and navigate the complexities associated with managing unclaimed assets more adeptly. Ultimately, such a proactive approach can lead to improved financial outcomes and streamlined processes.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

UPCR

Company Location

United States

Company Website

www.upcr-llc.com/software/upnavigator/

Company Facts

Organization Name

DMA

Date Founded

1972

Company Location

United States

Company Website

www.dmainc.com/software/unclaimed-property-automated-solution

Categories and Features

Unclaimed Property

Not specified

Categories and Features

Corporate Tax

Not specified

Tax Compliance

Not specified

Unclaimed Property

Not specified

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